Ausperity Private Wealth

08/26/2026

Estate planning needs to be a part of your financial plan. 🏡

Without a will, healthcare directive, and powers of attorney in place, your loved ones will be left powerless right when they need it the most.

The best approach is to make your decisions based on today. If you already have a plan, take some time to review it. And if you don't have one yet, now is the moment to start.

08/24/2026

NFL season is almost here, and every season comes with a few financial lessons. 🏈

Jets fans know heartbreak better than most. And if you go back to the early 2000s, you might remember Mark Brunell. The journeyman QB who bounced from team to team before taking his final bow with the Jets.

Over his career, Brunell earned more than $50 million. And in 2010, he filed for bankruptcy.

People might miss that it wasn't private jets and wild spending; it was concentrated risk. He poured much of his fortune into a handful of business ventures that collapsed when the 2008 financial crisis hit. Too much money, in too few places, with too little liquidity when the market turned.

A high income doesn't shield you. A plan does.

Three takeaways for anyone coming into real money:

-Diversify. Don't bet your future on one deal, one stock, or one industry, no matter how sure it feels.
- Keep liquidity. Cash reserves are what carry you through the downturns you can't predict.
- Have a quarterback. The best players don't do it alone. Surround yourself with a team that keeps the whole game plan in view.

You don't need an NFL contract for this to matter. You just need a strategy built to last longer than one good season.

08/21/2026

Every client’s financial life looks different.

Some are preparing for retirement. Some are navigating stock compensation plans. Some are building businesses. Some are managing concentrated wealth. Others are focused on creating more flexibility and freedom for their families.

At Ausperity Private Wealth, we combine experienced guidance with a modern planning perspective to meet clients where they are and help them make more confident financial decisions.

08/20/2026

Ausperity is officially 5 years old today! Here are a few words from some of our founders to commemorate this special milestone:

Five years ago, we made the difficult decision to leave the security of a large firm and trust ourselves to build something we believed would be better for our clients. At the time, we were a team taking a leap of faith; today, we’re incredibly proud to be building a company, a culture and a team around that original vision. I’m deeply grateful to the families who trusted us from the beginning, the people who have joined us along the way, and everyone who has helped make Ausperity what it is today. Five years in, I’m proud of how far we’ve come and even more excited about what we’re building next! -Rory O'Hara

Five years ago, we took a leap of faith and set out to build something we could truly be proud of. Looking back, I’m most grateful for the relationships we’ve built along the way - our clients who have trusted us with such an important part of their lives, our team who pours so much into this firm every day, and everyone who has supported us along the way. Five years in, I’m incredibly proud of what we’ve built together and even more excited for what’s ahead. -Jennifer Fisher

08/19/2026

Real retirement risk isn't about your mix of stocks and bonds.

The real question: How long could the market be down before I'd have to sell at a bad time?

Try measuring risk in years of spending: how many years of withdrawals your safer holdings could cover. That buffer lets your growth investments ride out the downturn.

Don't predict bear markets. Plan for them.

08/17/2026

Millennials, remember this one? Zack Morris's giant brick phone was the coolest thing on TV. Today? Basically worthless.

But keep in mind… money invested back when that phone was cool has had 30 years to compound. That's the magic no gadget can match: time in the market turning a little into a lot.

The best day to start was the Bayside era. The second best day is today.

Let's have a conversation: ausperityprivatewealth.com/contact

08/14/2026

Can parents or grandparents contribute to a child's Roth IRA? The answer is yes, but there is one important rule: the child must have earned income.

In this quick video, Rory O’Hara explains how Roth IRA contributions work for minors, including contribution limits, earned income requirements, and how parents or grandparents can help fund the account on a child's behalf.

Starting early can help turn a summer job into a powerful opportunity for long-term wealth building and financial education.

Full link in the comments.

08/11/2026

We are honored to be recognized on the Inc. 5000 list of America's Fastest-Growing Private Companies.

Growth isn't something that happens alone. This achievement reflects the trust of our clients, the dedication of our team, and the partnerships we've built along the way. Every challenge presented an opportunity, every goal became a roadmap, and together we continued to "Find a Way".

To our clients: thank you for choosing Ausperity as a partner in your growth journey. Your success fuels ours, and we're proud to help organizations navigate complexity, seize opportunity, and achieve meaningful results.

Here's to continued growth, stronger partnerships, and always finding a way forward.

08/10/2026

08/07/2026

Selling the company you built is a huge milestone. But what happens after the ink dries?

For most owners, you are still your biggest asset, and what comes next deserves a plan.

That's our real job. Not just your financial advisor but also your quarterback. We bring the right people to the table (CPAs, business and estate attorneys, insurance specialists) so every piece works together.

Because when that wire hits, so does the tax bill. Owners who plan early keep more of what they built.

▶️ Watch to learn more:

Curious how this might apply to YOUR unique circumstances? Call us ...